BFS
Bard Financial Services’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Sell |
3,700
-150
| -4% | -$157K | 0.46% | 57 |
|
|
2025
Q1 | $3.64M | Sell |
3,850
-100
| -3% | -$94.6K | 0.45% | 58 |
|
|
2024
Q4 | $4.05M | Sell |
3,950
-60
| -1% | -$61.5K | 0.49% | 53 |
|
|
2024
Q3 | $3.81M | Sell |
4,010
-125
| -3% | -$119K | 0.45% | 55 |
|
|
2024
Q2 | $3.26M | Sell |
4,135
-50
| -1% | -$39.4K | 0.34% | 65 |
|
|
2024
Q1 | $3.49M | Hold |
4,185
| – | – | 0.37% | 62 |
|
|
2023
Q4 | $3.4M | Sell |
4,185
-50
| -1% | -$40.6K | 0.38% | 62 |
|
|
2023
Q3 | $2.74M | Sell |
4,235
-150
| -3% | -$97K | 0.34% | 64 |
|
|
2023
Q2 | $3.03M | Sell |
4,385
-175
| -4% | -$121K | 0.23% | 92 |
|
|
2023
Q1 | $3.05M | Sell |
4,560
-35
| -0.8% | -$23.4K | 0.24% | 88 |
|
|
2022
Q4 | $3.26M | Buy |
4,595
+240
| +6% | +$170K | 0.28% | 86 |
|
|
2022
Q3 | $2.4M | Buy |
4,355
+1,600
| +58% | +$880K | 0.22% | 97 |
|
|
2022
Q2 | $1.68M | Buy |
2,755
+885
| +47% | +$539K | 0.15% | 119 |
|
|
2022
Q1 | $1.43M | Sell |
1,870
-50
| -3% | -$38.2K | 0.12% | 125 |
|
|
2021
Q4 | $1.76M | Hold |
1,920
| – | – | 0.14% | 111 |
|
|
2021
Q3 | $1.61M | Sell |
1,920
-25
| -1% | -$21K | 0.14% | 118 |
|
|
2021
Q2 | $1.7M | Hold |
1,945
| – | – | 0.15% | 112 |
|
|
2021
Q1 | $1.47M | Hold |
1,945
| – | – | 0.14% | 117 |
|
|
2020
Q4 | $1.4M | Buy |
+1,945
| New | +$1.4M | 0.14% | 118 |
|